Filed March 30, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $1,622 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,755 | $46,173+9.9% | $170,442-70.2% | $69,631-27.1% |
| Participation rate | 86.3% | 63.9%+22.4pp | 83.6%+2.7pp | 70.7%+15.6pp |
| Annual return | 11.65% | 21.62%-10.0pp | 205.93%-194.3pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $357 | $1,610-77.8% | $5,433-93.4% | $2,032-82.4% |
| Participant deferral / active EE | $1,668 | $2,080-19.8% | $4,939-66.2% | $3,224-48.3% |
| Admin fee / account holder | $4 | $116-96.4% | $13,880-100.0% | $110-96.3% |